Your Investment Suitability Interview with Keith

Please call us today at (480) 609‐9900 to request your no-obligation interview with Keith. Your interview is a professional, diagnostic review of your specific situation and needs. It is not a sales pitch. At your interview we will first determine whether what we do is appropriate for you. If not, Keith will be the first to say so.

Keith will then explore your specific situation with you, including your investment history, your objectives and cash needs, investment timeline, risk tolerance and many other factors. Together, you will objectively examine the inherent historical volatility and performance range of our 16 risk-adjusted portfolios to select the risk-adjusted approach best for you. Our goal is to assume as little volatility as possible to accomplish your specific objectives.

When you schedule your appointment, we will send you an important, exclusive Orientation Video, and a questionnaire to review. We will also provide a list of documents you should bring to the meeting. We will assist you throughout the process. Because of the importance of this meeting, spouses are required to attend.

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MATERIAL DISCLOSURE FOR DEGREEN CAPITAL MANAGEMENT LLC. DEGREEN CAPITAL MANAGEMENT LLC IS A FEE-ONLY INVESTMENT ADVISOR REGISTERED WITH THE SECURITIES AND EXCHANGE COMMISSION, AND MAY ACCEPT CLIENTS THROUGHOUT THE UNITED STATES, SUBJECT TO STATE REGISTRATION OR WAIVER PROCEDURES. A MORE DETAILED DESCRIPTION OF THE COMPANY, ITS MANAGEMENT AND PRACTICES IS CONTAINED IN ITS REGISTRATION DOCUMENT, FORM ADV PART II. A COPY OF THIS FORM MAY BE OBTAINED BY CONTACTING THE COMPANY AT ITS HOME OFFICE: 4800 NORTH SCOTTSDALE ROAD, SUITE 1800, SCOTTSDALE, AZ 85251. PHONE: 480.609.9900. PAST PERFORMANCE OF SECURITIES OR OF INVESTMENT STRATEGIES EMPLOYED, IS NO GUARANTEE OF FUTURE RESULTS OR RETURNS. INVESTMENT RETURN AND PRINCIPAL VALUE WILL FLUCTUATE SO THAT AN INVESTMENT, WHEN SOLD OR REDEEMED, MAY BE WORTH MORE OR LESS THAN THE ORIGINAL COST. INVESTMENTS IN FOREIGN MARKETS, EVEN WHEN MADE THROUGH U.S.-TRADED ETFS, ARE SUBJECT TO VARIOUS INVESTMENT, TRADING, AND FOREIGN EXCHANGE RISKS, AND OTHER RISKS, INCLUDING THE RISK OF POSSIBLE LOSS OF PRINCIPAL. ALL INVESTING INVOLVES RISK, INCLUDING THE POSSIBLE LOSS OF PRINCIPAL. PROSPECTIVE INVESTORS SHOULD UNDERSTAND THESE POTENTIAL RISKS BEFORE INVESTING.